Posting fixed-price projects examples

Provides a list of links to topics about posting fixed-price projects.

Creating and managing transactions

Provides a list of links to topics about status, creating adjustment, and editing transactions.

Creating and managing budgets

Provides a list of links to topics about budgets and forecast transactions.

Creating and managing projects

Provides a list of links to topics about project stages and creating projects and subprojects.

Creating project types

Provides a list of links to topics about project types, formats, and subproject IDs.

Using hour registration

Provides link to topic about hour registration.

Setting up items for purchase and sales

Provides a list of links to topics about purchase and sales orders, item requirement and consumption, and provisions for foreseeable losses.

Invoicing

Provides a list of links to topics about invoicing setup of projects.

Using statistics

Provides a list of links to topics about statistics and field interdependency.

Adjusting transactions

Provides a list of links to topics about adjusting transactions.

Generating and managing periods

Provides a list of links to topics about creating, maintaining, and stopping project periods.

Setting up cost prices and sales prices

Provides a list of links to topics about cost price and sales price setup.

Calculating the cost to complete

Provides a list of links to topics about calculating the cost to complete method.

Manage employees

Provides a link to a topic about registering an employee.

Setting up estimates

Provides a list of links to topics about creating different types of estimates and their maintenance.

Quotation

Provides a list of links to topics about quotation workflow including creating, copying, updating, and deleting quotations.

Setting up the Work In Process (WIP) structure

Provides a list of links to topics about work in process (WIP) calculation and structure.

Creating and enabling validation

Provides a list of links to topics about setting up, defining, and enabling validation.

Creating and maintaining project groups

Provides a list of links to topics about selecting project types and groups.

Posting

Provides a list of links to topics about accrued revenue and loss, invoiced revenue, and work in process (WIP) accounts.

Setting up line properties

Provides a list of links to topics about line property and line property setup.

Creating and applying approval procedures

Provides a list of links to topics about creating and approving journal procedures.

Creating and maintaining journals

Provides a list of links to topics about setting up journal names.

Creating and maintaining categories

Provides a list of links to topics about categories and category groups.

Creating cost templates

Provides a list of links to topics about creating cost templates and understanding cost lines.

Creating and using credit notes

Provides a list of links to topics about creating credit notes and crediting invoiced amounts.

Quotation (Project)

Provides a list of links to topics about project quotation.